Software gave me the bankroll. Now we're building the physical world's first nature-based decacorn.
We Are Fighting a Systemic Failure with Siloed Solutions
Converging Threats
Water scarcity, soil degradation, and energy insecurity are accelerating simultaneously, creating unprecedented systemic risk.
Ecosystem Collapse
Harmful algal blooms, dead zones, and polluted waters are spreading faster than remediation efforts can address them.
Supply Chain Breakdown
Agricultural supply chains are collapsing under climate stress, threatening global food security and economic stability.
Waste Crisis
Waste streams are growing faster than our ability to process them, compounding environmental degradation.
Our thesis: Siloed climate startups will fail. The next decacorns will be built by wiring together synthetic ecosystems where one company's waste is another's feedstock. We aren't building a portfolio. We are funding a supply chain.
To invest in this SPV, you have to believe three things: 1) Siloed climate startups cannot scale fast enough. 2) The most valuable companies of the next decade will be multi-entity synthetic ecosystems. 3) Pre-seed is the only entry point where you can hardwire these synergies into the cap table
The Sherpa Nexus Strategy. It's a platform, not a portfolio
The synergy flow starts with Water Remediation then moves in a clockwise direction. We target pre-Seed stage Startups globally that fit into the ecosystem map below. We enter at the POC or Paid Pilot stage and expect the startups to have secured offtake agreements or LOIs that convert into Purchase Orders/Sales when validation milestones are hit.
Ecosystem Map
🔵 UPSTREAM
Water Remediation
- MEC — Clean water via bioremediation
- Kilimo — AI Water-Neutral Play (AWS, Brazil & Chile)
- Albon — Wastewater treatment + Biochar
- Cooling Crops — Nano-biotech drought resilience
🟠DOWNSTREAM
Circular Infrastructure
- BSMART — Waste-to-construction materials
- CarbonBridge — CO₂/CH₄ + methanol
- EmeraldPlast — Crop residues + bioplastics
- Sustein - Medical waste to construction materials
🟣 OVERLAY
MRV Layer
- MAVHU — end-to-end climate intelligence infrastructure
- NatureMetrics — Geospatial + DNA biodiversity monitoring
- IMMB — Blue-carbon & marine biodiversity credits
Each company is independently investable. When they collaborate, individual ROIs improve, carbon intensity drops, and the optimization compounds. It's a flywheel with four independent engines. Every company has external offtakes. The ecosystem is a margin multiplier, not a single point of failure. Most VCs avoid forced portfolio synergies because it creates artificial traction. We don't force synergy, we hardwire it into the cap table at pre-seed. Every founder signs up specifically for this unfair advantage.
They thrive independently. They become multi-billion dollar companies together.
The Ecosystem Is Already Activating
- 🌿 Noranth x Agrosense — Heads of Agreement signed and momentum is building. Biomass from leaves will be converted into a high-value botanicals solution for the planned Paulownia plantation, with a projected 2x–3x profitability uplift.
- 🌊 Agrosense x Planet Sea —The government-introduction pathway is now in motion for the offshore reef project, creating a true mountains-to-ocean corridor. Planet Sea brings sovereign government relationships across 5 LOIs in PNG, Kenya, Senegal, Madagascar, and Bangladesh, while Agrosense anchors the land-to-ocean corridor for the Magginqi Prototype project in Eastern Cape Province, South Africa.
- 🧱 BSMART — The first commercial waste-to-bricks opportunity has been identified on or near the Magginqi project site. This has the potential to turn waste from a cost and environmental liability into a revenue stream — while unlocking positive environmental and social impact through on-site "green" brick local housing.
Track Record: 25 Years, 77 Starts, 20x Return
Investments
The last 1/3 in climate-tech and impact sectors. I led pre-seed rounds on 75 of the 77 investments.
Return
I started with $50K. Made that into $500K. Kept reinvesting. Now worth $10M
Companies
I started 10 businesses. Built to exit with average 3.5x MOIC, in an average period of 2.5 years
Notable Exits
The same pattern recognition that gave me conviction to write cheques for the syndicates that entered Canva and Go1***
Winners
Syndicate investor in Canva & Go1 pre-unicorn. Cheque size ranged from $50K early in my career to $100K as I scaled**
Portfolio Value
The money I still have invested in startups totals $10m
Commitment
My investment in each of the startups makes up 10%
**Canva: ~50x MOIC (est. $100K → $5M+, subject to final reconciliation). Go1: ~25x MOIC (est. $100K → $2.5M+, subject to final reconciliation). ***Software gave me the bankroll. But my DNA is in physical supply chains. I'm combining the pattern recognition that found Canva at pre-seed with 35 years of building hard-asset businesses in Vietnam. Software proved my eye for founders. This SPV proves my execution in the physical world.
Why I'm Building This Now (And Why You Should Care)
A 25-Year Bet on Founders. Now, A Bet on a New System.
At 15, I left school to solve a family crisis. I learned that real-world problems demand action, not just theory. Our lives were ruled and cruelled by Climate events, floods, fires, and draughts (famines). That builds immense resilience.
The climate tech space is full of 28-year-olds guessing at how the physical world works. I'm 65 and have spent 35 years building hard businesses in emerging markets. Doing that with a team on a bigger scale is a luxury, not a headache.
I am the architect. Over the next 3 years, I am training the operators who will run this for the next 30.
Highlights
- The Dealmaker: 77 angel investments, 25 years, 20x ROI. Canva 50x. Go1 25x. I know how to find winners early.
- The Capital Architect: Co-Founder of a $6M→$165M algorithmic FX fund. Clients: PM of Qatar, Deutsche Bank, Central Bank of Mongolia, Sister of Thai Prime Minister. I know how to raise and deploy institutional capital globally.
- The Supply Chain Operator: Global energy and commodity trader (crude oil, steel, rice, urea). I understand physical supply chains at a professional level, not theoretically.
I am going to raise $100M next year. This SPV is how I decide who gets the call for the $100M Food-Energy-Water-Waste (FEWW) Principal Protected Fund, launching in 2027. I want partners who can see the matrix before the rest of the market catches on. If you back me now, you get priority economics later.
Deal Flow
I source deals four ways:
- Proprietary sourcing: I receive 20-50 cold approaches on LinkedIn each month
- Network effects: 10-15 deals a month get referred to me by other angel investors, founders I've invested in, and VCs
- Mentorship: I'm an active mentor at 500 Global, MassChallenge, Creatella Ventures, Silicon Beach
- Personal brand: I get free publicity through global speaking engagements, masterclasses, workshops, conferences etc., on topics such as "The Impact Alpha – Architecting Capital to Close the Climate Gap"
Value Add
I've reviewed 10,000+ pitch decks, held more than 5,000 founder pitch meetings, issued over 250 term sheets on the way to making 77 investments.
I don't offer generic mentorship. I act as the ecosystem architect. That means:
- Securing Sovereign Offtakes: Software founders buy ads. Physical founders need governments. I use 35 years of commodity trading in emerging markets to bypass procurement layers and secure sovereign-level MOUs in months, not years.
- Hardwiring the Supply Chain: I turn cost centers into revenue lines. AgroSense's biological waste isn't thrown away, it's piped directly into BSMART's mobile factories to create green bricks, dropping COGS for both companies by 40%.
- Institutional Capital: I leverage my $165M FX fund network to bring in the debt facilities needed for deep-tech scaling
Team
I'm an operator at heart. I've always been at the pointy end of new business trends and I'm comfortable navigating uncertainty.
When I left corporate life and started the first of ten (10) offline businesses in Vietnam in 1993, my strategy was to build them with an exit in mind. I first identified Trade Sale targets (usually the top three), then mapped out a plan to get from zero sales to at least 7 figures within 18 months, at which time we started approaching the three with the intention of executing a majority (but not complete) share sale.
I duplicated this strategy across several sectors, exiting at multiples of between 1.5X and 7X.
On this Syndicate, and subsequent syndicates or follow-on raises, I'll add 1-2 partners. Right now, the leading candidates are Tapas Kuila and Joseph de Leon.
The next addition to this partnership will be a female operator who has lived in the trenches of physical supply chains. We don't need consultants. We are hunting for builders.
Pipeline
I've identified, invested in and curated a pipeline of 15 startups that fit into the closed-loop industrial ecosystem model mentioned above, and for the first four startups (components) included in this Syndicate SPV. Every company has external offtakes. The ecosystem is a margin multiplier, not a single point of failure. The first 4 assets are listed by name in slide 3 above.
This $2.5M SPV proves the unit economics of the ecosystem model. Once we hit milestones on these 4 assets, we use that proof to unlock sovereign debt and project finance at scale. The $100M fund doesn't start from scratch, it scales what's already working.
The Four Components: How They Fit Together
Synergy of the first four startups explained - 1&2
Synergy of the first four startups explained - 3&4
Warning: Reasons NOT to invest
This deal is not for everyone.
- If you want standard SaaS metrics, pass.
- If you don't believe deep-tech hardware and nature-based solutions can generate 10x VC returns, pass.
- If you need liquidity in under 5 years, pass.
- If you're terrified of doing business in South Africa, PNG, and Bangladesh, pass. We go where the resources are, and that means navigating complex sovereign environments. We have the network to do it, but it's not for the faint of heart.
- This relies heavily on my 35 years of relationships. If you need a fully staffed partnership today, pass, and wait for the $300M fund and pay 20% carry.
- If you think we're going to fund CapEx with expensive VC equity and suffer 60% dilution, pass. We finance growth with sovereign debt.
SPV Economics - 1&2
Targeting a blended 16.5x Gross MOIC. $2.5M deployed, $41.32M targeted return.
*Assumes $30M ARR at 7x hardware/deep-tech multiple in 2031
#BSMART is not a traditional hardware company. Growth is funded via: (1) a $10M+ non-dilutive government/university grant, (2) 50% machine deposits from franchisees, and (3) a franchise model that eliminates CapEx at scale. SAFE structure with anti-dilution protection ensures SPV investors are not diluted beyond agreed thresholds at first priced round. Equity dilution of ~15% is not an assumption, it's a contractual outcome
*Assumes $15M ARR at 6.5x agri-biotech multiple in 2031
SPV Economics - 3&4
Assumes $10M ARR at 5X agroforestry multiple in 2031
*Assumes $25M ARR at 5.5X ocean regeneration and blue carbon credit multiple in 2031
SPV Terms, Structure, Timeline - 1/2
Target Raise
$2,500,000 to be deployed into four existing startups mentioned in slides 11-14. Funds will be drawn down and deployed within 90 days of close.
Minimum Investment
$50,000 per investor
Anchor Investor & Foundation Partner
3-5 anchor investor positions @250K (see below for details)
Fee Structure
2% admin fee (to cover setup costs) + 20% carry on profits.
SPV Terms, Structure, Timeline - 2/2
Alignment
Significant personal capital invested - my skin in the game ensures our interests are perfectly aligned
Vehicle
Sydecar or AngelList SPV
Timeline - Raising now…
August 29, 2026, first close, begin deployment.
September 30, 2026, final close.
2026-2030: Investment period.
2031-2033: Harvesting/Exits
THE FOUNDER'S BRIDGE: CLOSING AUGUST 29, 2026
I am capping the anchor tier at 5 partners ($250K+). If you back this vision before August 29th, you don't just get SPV economics, you become a founding partner in the $100M fund.
For anchor investors/LPs who invest $250k or more before the 29th August 2026, the following exclusive conditions/privileges will apply:
- Priority Return (The Hurdle): As my Bridge LPs I offer a "Preferred Return". You get your 1x capital back + 8% before we take your carry. The 2/20 stays, but you get "first money.
- The Fund I "Founder" Credit: When you move into my Sherpa Nexus Food-Energy-Water-Waste Principal-Protected Growth Fund ($100M), your carry tier will be 15% instead of 20% because you were early believers
- Carried Interest Priority: Position yourself in the coveted "Super-Carry" tier, granting you first-in-line rights to distributions once the fund exits its portfolio.
- The Inner Sanctum: Gain privileged, direct access to the "Sherpa Deal-Flow Pipeline." Witness our rigorous FOAK vetting process for groundbreaking next-gen assets in Food, Energy, Water, and Waste months before they hit the broader market. This is your chance to shape the future
I am not looking for passive capital for these anchor spots. I want partners who want to help architect the $100M FOAK (first-of-a-kind) Principal Protected Venture Fund in 2027
Join the Expedition
This is your opportunity to invest alongside a proven track record in the next frontier of impact investing. The base camp is established, the route is mapped, and the summit is in sight.
Soft-circle your interest and let's discuss how you can be part of this journey.
Sherpa Alpha Food-Energy-Water-Waste (FEWW) Multi-Deal SPV